— Know what they know.
Not Investment Advice
Asset Manager ← All Institutions

Clear Creek Financial Management, LLC

9361 BAYSHORE DRIVE NW, SILVERDALE, WA 98383 • 360-308-8239

Q2 2025 · Filed 2025-07-23
Market Value
$1.0B
+8.2%
Holdings
571
+32
New Purchases
60
Added To
242
Closed
47
Reduced
198
Top 10 Concentration
25.7%
Turnover
18.7%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
BALT 1.82% 0.03% +1.79% $19M
EFA 2.77% 1.42% +1.35% $29M
EEM 2.14% 0.85% +1.29% $22M
QQQ 2.97% 2.20% +0.78% $31M
SPYV 1.71% 1.15% +0.56% $18M
IAU 0.53% 0.08% +0.45% $6M
IEMG 0.51% 0.08% +0.43% $5M
DFAS 0.48% 0.06% +0.42% $5M
VTV 0.71% 0.33% +0.38% $7M
IAGG 0.42% 0.05% +0.37% $4M
NVDA 1.75% 1.39% +0.36% $18M
IVV 3.47% 3.11% +0.36% $36M
IDMO 0.32% 0.00% +0.32% $3M
BITB 1.05% 0.73% +0.31% $11M
FMAR 0.37% 0.06% +0.31% $4M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
DIA 0.44% 3.10% -2.66% $5M
IVW 1.36% 3.51% -2.15% $14M
BIL 0.56% 2.18% -1.63% $6M
SPLG 4.23% 5.73% -1.50% $44M
CTA 0.33% 1.03% -0.71% $3M
SPTS 0.09% 0.69% -0.60% $977K
SPAB 2.71% 3.24% -0.53% $28M
IUS 0.00% 0.50% -0.50% $0
IJS 0.00% 0.43% -0.43% $0
GOVT 0.96% 1.38% -0.42% $10M
LMBS 0.59% 1.00% -0.41% $6M
IJJ 0.00% 0.41% -0.41% $0
QQQM 0.23% 0.56% -0.33% $2M
DBEF 0.00% 0.32% -0.32% $0
COWZ 0.71% 1.02% -0.31% $7M

Sector Allocation Over Time

Industry Breakdown

IndustryWeight
Financial Services 79.1%
Technology 8.3%
Consumer Cyclical 2.8%
Industrials 2.4%
Communication Services 1.9%

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 63 $243M 23.5%
Large Cap 256 $475M 45.8%
Mid Cap 125 $189M 18.2%
Small Cap 86 $91M 8.8%
Micro Cap 41 $38M 3.7%

Portfolio Analytics

Avg Market Cap
$124.9B
Median Market Cap
$13.8B
Avg P/E
33.4
Median P/E
23.1
Avg Dividend Yield
0.02%
Avg Beta
0.94
# Stocks
235
# ETFs / Funds
336

Top Holdings (571 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 SPLG 4.23% 603,304 $44M $72.69 -$11M -231,571 -27.7%
2 IVV 3.47% 57,910 $36M $620.90 $6M +4,870 +9.2%
3 QQQ 2.97% 55,847 $31M $551.64 $10M +10,977 +24.5%
4 EFA 2.77% 320,943 $29M $89.39 $15M +155,080 +93.5%
5 SPAB 2.71% 1,097,517 $28M $25.60 -$3M -119,211 -9.8%
6 SPYG 2.16% 234,575 $22M $95.32 $915K -32,248 -12.1%
7 EEM 2.14% 460,553 $22M $48.24 $14M +274,517 +147.6%
8 BALT 1.82% 588,185 $19M $32.08 $19M +577,721 +5521.0%
9 NVDA 1.75% 114,811 $18M $157.99 $5M -8,089 -6.6%
10 SPYV 1.71% 338,386 $18M $52.34 $7M +122,224 +56.5%
11 MSFT 1.42% 29,672 $15M $497.41 $4M +126 +0.4%
12 IVW 1.36% 127,678 $14M $110.10 -$20M -234,344 -64.7%
13 AAPL 1.35% 68,391 $14M $205.17 -$80K +4,862 +7.7%
14 AMZN 1.15% 54,166 $12M $219.39 $3M +8,556 +18.8%
15 BITB 1.05% 184,874 $11M $58.59 $4M +28,992 +18.6%
16 SCHM 1.01% 374,178 $10M $28.05 $3M +96,930 +35.0%
17 GOVT 0.96% 434,605 $10M $22.98 -$3M -140,873 -24.5%
18 SGOV 0.95% 97,927 $10M $100.69 $288K +2,838 +3.0%
19 SPMO 0.87% 80,248 $9M $112.47 $2M +4,857 +6.4%
20 SPY 0.83% 13,889 $9M $618.05 $2M +2,191 +18.7%
21 HYLS 0.76% 187,181 $8M $41.81 -$845K -24,094 -11.4%
22 FTSL 0.73% 165,377 $8M $45.89 $510K +10,311 +6.7%
23 RSEE 0.73% 250,162 $8M $30.28 -$2M -88,108 -26.1%
24 COWZ 0.71% 134,329 $7M $55.10 -$2M -44,549 -24.9%
25 VTV 0.71% 41,811 $7M $176.77 $4M +23,591 +129.5%
26 FVD 0.65% 149,603 $7M $44.70 -$442K -10,272 -6.4%
27 SPHQ 0.63% 91,084 $6M $71.26 $314K -2,018 -2.2%
28 IWM 0.62% 29,718 $6M $215.79 $141K -1,722 -5.5%
29 GFEB 0.61% 163,460 $6M $38.99 $952K +16,016 +10.9%
30 RSPN 0.60% 116,897 $6M $53.53 $2M +21,253 +22.2%
31 VIG 0.60% 30,268 $6M $204.67 -$194K -2,669 -8.1%
32 JAAA 0.59% 121,033 $6M $50.75 -$144K -2,928 -2.4%
33 LMBS 0.59% 123,211 $6M $49.26 -$3M -71,378 -36.7%
34 CGGR 0.57% 146,160 $6M $40.65 $1M +14,228 +10.8%
35 COST 0.56% 5,907 $6M $989.86 $421K +170 +3.0%
36 VOO 0.56% 10,204 $6M $568.30 $2M +2,761 +37.1%
37 BIL 0.56% 63,014 $6M $91.73 -$15M -164,919 -72.3%
38 IAU 0.53% 88,640 $6M $62.36 $5M +74,933 +546.7%
39 TSLA 0.52% 17,085 $5M $317.66 $2M +3,645 +27.1%
40 IEMG 0.51% 88,111 $5M $60.03 $5M +73,728 +512.6%
41 SIXA 0.50% 106,613 $5M $48.50 $123K -1,860 -1.7%
42 JPST 0.48% 97,882 $5M $50.68 $81K +1,501 +1.6%
43 DFAS 0.48% 77,501 $5M $63.71 $4M +67,803 +699.1%
44 SHV 0.47% 44,169 $5M $110.42 -$730K -6,589 -13.0%
45 GLD 0.47% 15,836 $5M $304.83 $422K +549 +3.6%
46 META 0.46% 6,394 $5M $738.08 $2M +1,778 +38.5%
47 DIA 0.44% 10,351 $5M $440.64 -$25M -60,268 -85.3%
48 JPM 0.44% 15,691 $5M $289.92 $774K +300 +1.9%
49 CGUS 0.42% 118,786 $4M $36.93 $672K +7,554 +6.8%
50 IAGG 0.42% 85,200 $4M $51.09 $4M +76,138 +840.2%
51 ARCC 0.41% 191,504 $4M $21.96 $106K +6,489 +3.5%
52 HELO 0.40% 66,231 $4M $62.58 $247K +916 +1.4%
53 CGDV 0.39% 103,312 $4M $39.49 $498K +2,816 +2.8%
54 V 0.39% 11,403 $4M $355.05 $18K -97 -0.8%
55 VTI 0.38% 12,979 $4M $303.93 $494K +425 +3.4%
56 FMAR 0.37% 84,496 $4M $44.84 $3M +71,869 +569.2%
57 MU 0.36% 30,323 $4M $123.25 $1M +36 +0.1%
58 SPLV 0.36% 51,317 $4M $72.82 $317K +5,543 +12.1%
59 IYR 0.36% 39,279 $4M $94.77 $3M +31,799 +425.1%
60 LLY 0.35% 4,644 $4M $779.59 -$423K -251 -5.1%
61 RSP 0.35% 19,711 $4M $181.74 -$1M -8,106 -29.1%
62 EDV 0.34% 52,274 $4M $67.30 -$219K -283 -0.5%
63 IUSB 0.34% 75,812 $4M $46.23 -$706K -15,563 -17.0%
64 FTGC 0.34% 141,380 $3M $24.67 $57K +6,926 +5.2%
65 VEA 0.34% 61,174 $3M $57.01 $530K +2,980 +5.1%
66 CTA 0.33% 125,998 $3M $26.74 -$7M -208,815 -62.4%
67 QUAL 0.32% 18,246 $3M $182.82 $844K +3,665 +25.1%
68 VGLT 0.32% 59,127 $3M $56.12 -$183K -1,641 -2.7%
69 DGRW 0.32% 39,587 $3M $83.74 $314K +2,009 +5.3%
70 IDMO 0.32% 63,998 $3M $51.24 +63,998 NEW
71 YSEP 0.31% 131,140 $3M $24.40 $158K -2,693 -2.0%
72 GOOG 0.31% 17,993 $3M $177.39 $450K +445 +2.5%
73 VUG 0.30% 7,098 $3M $438.40 $498K +49 +0.7%
74 VIS 0.30% 10,928 $3M $280.06 +10,928 NEW
75 CGBL 0.29% 89,959 $3M $33.44 $391K +5,476 +6.5%
76 QQEW 0.28% 21,565 $3M $136.49 $338K +21 +0.1%
77 FTCS 0.28% 32,253 $3M $90.89 $185K +1,613 +5.3%
78 VMBS 0.28% 63,157 $3M $46.34 -$489K -10,608 -14.4%
79 CVX 0.28% 20,256 $3M $143.19 -$288K +1,199 +6.3%
80 UTES 0.28% 37,990 $3M $75.60 $414K -57 -0.1%
81 FTSM 0.28% 47,918 $3M $59.87 $1M +18,075 +60.6%
82 IXUS 0.28% 36,941 $3M $77.31 -$197K -6,786 -15.5%
83 AIQ 0.28% 65,247 $3M $43.69 $703K +6,220 +10.5%
84 GOOGL 0.27% 16,077 $3M $176.23 -$617K -6,237 -27.9%
85 DYNF 0.27% 50,974 $3M $54.46 $598K +6,306 +14.1%
86 NFLX 0.26% 2,026 $3M $1,339.13 $1M +243 +13.6%
87 FBCG 0.26% 55,733 $3M $48.24 $683K +5,560 +11.1%
88 PLTR 0.26% 19,453 $3M $136.32 $1M +4,310 +28.5%
89 VFH 0.25% 20,620 $3M $127.30 +20,620 NEW
90 PXI 0.25% 59,751 $3M $43.13 +59,751 NEW
91 EMB 0.25% 27,690 $3M $92.62 -$944K -11,042 -28.5%
92 MGC 0.25% 11,402 $3M $224.92 $294K +126 +1.1%
93 LDUR 0.25% 26,607 $3M $95.83 -$181K -1,840 -6.5%
94 HERD 0.24% 63,728 $3M $39.83 +63,728 NEW
95 VAW 0.24% 13,008 $3M $194.83 +13,008 NEW
96 EFG 0.24% 21,828 $2M $112.00 $322K +600 +2.8%
97 QQQM 0.23% 10,594 $2M $227.09 -$3M -17,377 -62.1%
98 GMAY 0.23% 61,130 $2M $39.15 $2M +55,488 +983.5%
99 FRDM 0.23% 59,183 $2M $40.40 $251K -1,401 -2.3%
100 VNLA 0.23% 48,377 $2M $49.20 $730K +14,809 +44.1%

New Positions

SymbolValue% Port
IDMO $3M 0.32%
VIS $3M 0.30%
VFH $3M 0.25%
PXI $3M 0.25%
HERD $3M 0.24%
VAW $3M 0.24%
FMAY $2M 0.22%
SSO $2M 0.18%
HOOD $2M 0.18%
MISL $2M 0.17%
YJUN $2M 0.16%
COIN $2M 0.16%
CGNG $2M 0.16%
YDEC $2M 0.15%
VBIL $1M 0.14%

Sold Out Positions

SymbolValue% Port
ALB —%
NTR —%
BIT —%
IGR —%
DG —%
PLD —%
COP —%
BMRN —%
CME —%
ICOW —%
PTLC —%
ANGL —%
MIST —%
BINC —%
DBEF —%
View SEC EDGAR Filings for Clear Creek Financial Management, LLC →

Sign in to InsiderStreet

You'll also get our free weekly newsletter with
smart money signals, market insights, and alpha ideas.
Unsubscribe anytime.

For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms